All the tools you need under one roof, providing the ultimate control over teams, processes, and projects
The Work-Relay architecture is based on a simple framework that radically reduces the need for coding and deep Salesforce knowledge, and allows total flexibility for designing and running workflow applications.
Complexity made simple
✓ Graphical, drag -and -drop, wizard -driven workflow designer aimed at business users with no formal training.
✓ Address the full spectrum of processes, from fully automated to ad hoc.
✓ Design interconnected, hierarchical, and consolidated combinations of processes
✓ Build modular, self-contained processes to facilitate incremental composition and recomposition.
✓ Insert regulatory compliance rules and guidelines.
✓ Define rules to manage multiple automated reminders and escalations.
✓ Build processes with any number of sub -process levels. Add actions at any point in a process, including database updates, sending emails, call web services, etc.
A powerful design tool makes specifying even complex, multi-level, interconnected processes easy. The modular design architecture allows processes to be easily be mixed and matched as needed.
Every user's command center
A single view for managing all work—structured and unstructured, formal and informal. Users can easily see what tasks are most important, what’s coming up, and receive real-time notifications in their own custom Kanban boards
✓ Configure any number Kanban boards with any number of columns, and design customized cards for every board and column.
✓ Create composite boards consisting of multiple board, with drill-down capability.
✓ Each task card provides access to its related Chatter feed, forms, content, checklists, etc.
✓ Add headers and footers that include calculated fields, dynamic forms, reminders and checklists.
✓ Add formulas to dynamically/conditionally display fields in a card, rules to govern how cards can move between columns, and actions that can be executed, including database updates.
✓ Build simple workflows with conditions and actions.
✓ Start processes, add tasks and issues, use forms for data entry, log time.
The Form Designer is built for non-technical users with a minimal amount of Salesforce knowledge. It is capable of building complex forms that would normally require coding.
✓ Eliminates the need to create complex screens/pages/components with apex controllers.
✓ Use Form Events to trigger actions (e.g. refresh lists, update records, get data from external systems) inside the form.
✓ Combine fields from a primary data source (including external data sources like DB2) and any related data sources into a single form.
✓ Add Virtual Fields that allow designers to add data to a form that doesn’t exist on a Salesforce object
✓ Use Conditional Styling to make fields, sections, pages, and static text visible, hidden, required, cleared or disabled (read-only) based on defined conditions.
✓ Use a "form within a form" capability so that forms can be re-used, and can be from any data source.
✓ Process actions can be made available on the form, including restarting a branch or a process, skip a step, Approve/Reject/Proceed steps, etc.
Real-time progress tracking
Progress scorecards give everyone the ability to see real-time progress, what’s held up, and what’s late. Using the flexible Kanban capability, users to create their own version of
✓ Provide holistic status visibility over all the steps in multipie processes without having to navigate through multiple screens.
✓ Provide a real-time understanding of what work is being done across the organization, thereby providing the insight needed to track and prioritize work effectively.
✓ See all or filtered steps from any number of processes a consolidated Gantt chart with filtering by e.g. responsibility, step, dates, etc.
✓ Get an early warning of potential problems by tracking status trends.
Beyond Gantt charts!
Design the processes behind the project to manage dependencies; eliminate time-intensive schedule updates; and use Work-Relay’s modular architecture to dynamically put together end-to-end project plans.
✓ Turn any process into a project by adding dates to tasks and managing the process in a Gantt view.
✓ See all the tasks for all projects in a single Gantt view.
✓ Create and apply any number of user-defined algorithms to answer the question: How should date calculations be handled when dates and/or durations are modified?
✓ Facilitate duration-driven and date-driven scheduling.
✓ Use hard dates (start the task only when the date is hit), and soft dates (can start the task immediately).
✓ Use backward and forward recalculation of predecessors and successors, and specify the rules for handling gaps between tasks.
✓ Effectively support repetitive projects (projects based on a common set of processes with some variations added each time the project is run).
See the future activities for all projects and processes in a single dashboard. Use powerful filtering and grouping to effectively manage resource assignments, and distribute work to resource pools, teams, or individuals.
✓ Visualize and edit multiple processes and projects in one user interface.
✓ Provide a comprehensive look at who is working on what when across all active processes.
✓ Group and filter tasks in many different ways, including by assignee, process Name, Step Name, Record Name.
✓ Create resource pools and maintain a skills database.
✓ Track resource availability and utilization.
✓ Automatically determine which employees to notify and assign work to at each stage in a process.
✓ Automatically alert management if no resources are available at a particular step in the process so the problem can be addressed.
Measurement & optimization
Utilize standard reports or build your own custom dashboards to track your important KPIs like time, budget, and ROI in one place
How long does a process typically take to complete?
Where are the bottlenecks?
Why is this flow taking longer than expected?
How many flow instances are currently at this step in the flow?
What is the threshold for days overdue?
What tends to cause a flow to be blown off course?
✓ Use data accumulated through monitoring and look for patterns that can be used to improve processes
✓ Predict missed SLAs by comparing history to the activity timeline in order to estimate overall time to completion
✓ Identify process deficiencies faster, and take immediate corrective action before things get out of hand.
✓ Validate process changes. Establish baselines for the current situation and use them to determine whether specific changes are effective or not.